How to choose the right digital tools to speed up your advice delivery Claim your CPD CPD Questionnaire First Name(Required) Last Name(Required) Email(Required) What did Damon use to capture data ahead of his initial client meeting? (saving 25 minutes of meeting time)(Required) Paper mini fact find Digital mini fact find Email to client Quick phone call or virtual meeting What are the benefits of good quality data integration between technologies?(Required) Makes life easier for clients Helps with establishing an offshore team Removes the need for other technologies Saves time, avoids errors and stops moving work from one person to another. What did Damon do to help his clients to adopt new technologies?(Required) Made it the focus of his support person Don’t bother trying Play golf instead Just expected it would happen How do client portals reduce cyber security risks for your business and your clients?(Required) Move data to the cloud It’s more secure than paper bound It reduces the client data being communicated by email Save you re-entering data What was Damon’s client feedback on using a client portal?(Required) Damon’s clients don’t have smartphones They prefer lots of emails and attached documents They prefer paper and snail mail It’s easy to use HiddenNumber
